Meetings & Calls

Meetings and calls are activity types alongside Tasks — scheduled, tracked, and linked to CRM records the same way.

Requires the TaskPro module (or the CRM module, when scheduled against a contact, lead or deal).

Scheduling a meeting

1. From a contact, lead or deal — or from Meetings directly — click + New Meeting.
2. Set the date, time, attendees, and a description.
3. Save.

Logging a call

1. From a contact, lead or deal — or from Calls directly — click + New Call.
2. Record the call outcome, duration, and notes.
3. Save.

Status and follow-up

Meetings and calls carry the same status, priority, comments and attachment support as tasks. Update status as they're completed, and log time against them the same way you would a task.

Reminders

Activity reminders fire ahead of a meeting or call's scheduled time, so nothing gets missed — see In-App Notifications.

Tips

• Log the outcome of a call immediately after it happens — the notes are far more useful to a teammate picking up the account later while the detail is fresh.
• Use the linked contact/lead/deal view to see a person's full activity history — meetings, calls and tasks together — rather than checking each activity type separately.